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388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-17 |
| CA | RA | APPROVED | 2007-05-29 |
Branch Locations
Cwm Retail, Sales 1105 Old Country Road, Plainview, NY 11803 • United States
Citi Wealth Management, Sales 5801 Sunrise Highway, Holbrook, NY 11747 • United States
East Meadow, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Plainview | NY | 05/2007 | Present |
DP PLUMBING AND HEATING LLC; Not Investment-related; Nature: Plumbing and heating company; East Meadow, NY ; Started: January 31, 2025; Title: Secretary/ helper; Duties: paperwork for husband's plumbing and heating company- maybe pick up or deliver a part if he needs help-this would be during weekend hours; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-16 |
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